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Marcus & Millichap

159 hedge funds and large institutions have $781M invested in Marcus & Millichap in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

38% more call options, than puts

Call options by funds: $164K | Put options by funds: $119K

5% more funds holding

Funds holding: 151159 (+8)

7% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 56

3.76% less ownership

Funds ownership: 63.27%59.51% (-3.8%)

26% less capital invested

Capital invested by funds: $1.06B → $781M (-$280M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
159
Holders Change
+8
Holders Change %
+5.3%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
52
Reduced
56
Closed
19
Calls
$164K
Puts
$119K
Net Calls
+$45K
Net Calls Change
-$304K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$35.4K +$1.03K +28 +3%
KBC Group
127
KBC Group
Belgium
$24K -$16.1K -440 -39%
QCG
128
Quadrant Capital Group
Ohio
$21.8K +$4.43K +121 +23%
S
129
SignatureFD
Georgia
$21.7K +$476 +13 +2%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.2K -$147 -4 -0.7%
PD
131
Point72 (DIFC)
United Arab Emirates
$14.7K +$15.8K +431 New
UB
132
UMB Bank
Missouri
$14K +$366 +10 +3%
TRCT
133
Tower Research Capital (TRC)
New York
$13K -$278K -7,576 -95%
Osaic Holdings
134
Osaic Holdings
Arizona
$12K -$163K -4,462 -93%
LC
135
Lindbrook Capital
California
$9.43K
QL
136
Quarry LP
New York
$8.13K +$8.72K +238 New
GI
137
GAMMA Investing
California
$8.03K +$2.13K +58 +33%
PTC
138
Private Trust Company
Ohio
$7.55K
PS
139
Principal Securities
Iowa
$4.17K +$733 +20 +20%
EWA
140
EverSource Wealth Advisors
Alabama
$3.9K
FFC
141
First Financial Corp
Indiana
$3.45K +$3.7K +101 New
CFGS
142
Concourse Financial Group Securities
Alabama
$1.51K -$256 -7 -14%
TFA
143
Transamerica Financial Advisors
Florida
$1K
C
144
Covestor
United Kingdom
$1K +$147 +4 +31%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$1K +$403 +11 +85%
VCM
146
Versant Capital Management
Arizona
$854
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$820 +$879 +24 New
FFA
148
Farther Finance Advisors
California
$772
FMII
149
Farmers & Merchants Investments Inc
Nebraska
$649
BIA
150
Bell Investment Advisors
California
$581

MMI Hedge Fund Activity: Q1 2024 in Review

159 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q1 2024, worth a combined $781M — down 26% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MMI positions and 19 closed out — a net gain of 8 holders — while 52 added to existing stakes and 56 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $8.3M. The largest seller was First Trust Advisors, exiting entirely with an estimated $26.8M sold.

  • 159 institutional investors held Marcus & Millichap (MMI) as of Q1 2024, up from 151 in Q4 2023.
  • Funds reported $781M of Marcus & Millichap stock for Q1 2024, down 26% quarter-over-quarter.
  • 27 funds opened new Marcus & Millichap positions in Q1 2024 and 19 closed out, a net change of +8 holders.
  • The largest Marcus & Millichap buyer in Q1 2024 was Goldman Sachs, an estimated $8.3M added.
  • The largest Marcus & Millichap seller in Q1 2024 was First Trust Advisors, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2024.